Our People
Our staff comprise the following people: please click on each name in turn for further details of that person.
Rebecca Lucas recently passed the STEP Certificate for Financial Services (Trust and Estate Planning).
David Malkin recently passed the J01 (Personal Tax) module of the Diploma in Financial Planning.
Administration: | |
Administrator | |
Administrator, King's Lynn | |
Directors: | |
Managing Director & Financial Adviser | |
Client Care Director, King's Lynn | |
Client Care Director | |
Independent Financial Advisers: | |
Regional Director & Financial Adviser, King's Lynn | |
Financial Adviser | |
Para-planner: | |
Paraplanner | |